See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,350 | $89,753+30.7% | $107,525+9.1% | $84,808+38.4% |
| Participation rate | 74.5% | 68.1%+6.5pp | 75.1%-0.5pp | 68.3%+6.2pp |
| Annual return | 11.94% | 29.48%-17.5pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $759 | $3,113-75.6% | $3,754-79.8% | $2,631-71.2% |
| Participant deferral / active EE | $3,702 | $4,056-8.7% | $5,116-27.6% | $4,212-12.1% |
| Admin fee / account holder | $44,517 | $7,222+516.4% | $8,919+399.1% | $7,344+506.2% |